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Kurt S

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Kurt Supe is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been involved with Supe Culpepper Inc DBA Creative Financial Group and related entities since 2006, focusing on insurance, tax planning, and financial services. Outside of advisory work, Supe is involved in tax planning and preparation, online retail sales, and authoring tax-related content for Amazon. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm uses a model-driven investment approach informed by third-party research and offers various strategies including Biblical Responsible Investing, with flexible billing and execution options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Mickey O

CFP®, ChFC®, Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Mickey Owens is a financial advisor with Creative Financial Designs, Inc., holding the CFP® and ChFC® designations and over 40 years of industry experience. He has been with Creative Financial Designs since 1997 and has extensive prior experience in related financial and insurance roles. Owens is also president and owner of a tax preparation and bookkeeping service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with discretionary and non-discretionary investment management and modular financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with flexible billing arrangements and affiliated services in insurance, tax, and real estate.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Ryan W

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Ryan Williams is a financial advisor at Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with CFD Investments, Inc. since 2005. Williams also owns Williams Financial Consulting, LLC, a business established for tax purposes, and is involved in independent insurance sales. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm uses asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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James B

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

James Boys is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His career includes multiple tenures at Creative Financial Designs and involvement with Boys & Collins Financial Group, where he also engages in independent insurance sales. Creative Financial Designs serves individual, corporate, and institutional clients, offering investment management, financial planning, and consulting services. The firm uses asset-class model allocations aligned with defined risk objectives and operates Biblically Responsible Investing strategies alongside other portfolio features.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Christopher R

ChFC®, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Christopher Rockey is a ChFC® and holds a Series 66 license with 17 years of industry experience. He has been with Creative Financial Designs, Inc. since 2008. Outside of his advisory role, he is a co-owner of farm ground in Tipton and Howard County. Creative Financial Designs serves individual and institutional clients with investment management, retirement planning, and financial consulting through a network of advisers. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Barry H

Series 63, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Barry Hickey is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Eagle Flight Wealth Management since 2011. Outside of advisory work, he serves as an instructor for a Biblical Stewardship series and is involved with Crown Money Map Coach. Creative Financial Designs serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management and comprehensive financial planning. The firm utilizes a research-driven, asset-class model allocation approach and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Desiree W

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Desiree Wrigley is a financial advisor at Creative Financial Designs, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at Eagle Financial Designs, Meijer, Chicos, and Ann Taylor Factory. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers a range of strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Leslie M

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Leslie Miller is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 designation and 26 years of industry experience. Miller is also a partner at Miller & Stewart, LLC, a CPA firm, and serves as an independent insurance agent. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a variety of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers a broad range of strategies, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Renee S

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Renee Stewart is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding a Series 66 credential and 26 years of industry experience. She has been affiliated with Creative Financial Designs and CFD Investments, Inc. since 2010, and with Miller & Stewart, LLC since 2004, where she provides accounting services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with various fee structures and specialized advisory services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Joanne B

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Joanne Broadwater is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Creative Financial Designs since 2009 and also operates The Broadwater Group LLC and CFD Investments, Inc. Additionally, she serves as an independent insurance agent and holds a non-investment role as Clerk Treasurer for the City of Attica. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers strategies from passive ETF models to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Kiersten T

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Kiersten Tate is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Creative Financial Designs since 2020. Outside of her advisory role, she is co-owner of S&K Meadows, where she participates in farming activities including goat care, baking, attending farmers markets, and making homemade soap. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs asset-class model allocations aligned with varied risk objectives and offers Biblically Responsible Investing strategies that utilize third-party screening.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Sue A

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Sue Allbaugh is a financial advisor with Creative Financial Designs, Inc. based in Kokomo, IN. She holds a Series 66 designation and has 20 years of industry experience, including a long tenure at PNC Investments since 2009. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans. The firm employs asset-class model allocations with multiple risk objectives and offers both discretionary and non-discretionary investment management alongside financial planning and consulting services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Sherry H

Series 66, Series 63

Kokomo, IN

Creative Financial Designs, Inc.

Sherry Hight is a financial advisor with Creative Financial Designs, Inc., holding Series 66 and Series 63 credentials and eight years of industry experience. Prior to joining Creative Financial Designs and its affiliate CFD Investments in 2023, she worked at Allsteel and Moment with Class. Creative Financial Designs serves individual clients, corporate and institutional clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee, with additional features including Biblically Responsible Investing strategies and flexible billing arrangements.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Jeff L

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Jeff Larimore is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been associated with Spectrum Financial Group since 1984 and with CFD Investments, Inc. since 2004. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, along with flexible billing arrangements and specialized management programs.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Andrew K

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Andrew Klinker is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has been with Creative Financial Designs and its affiliated entities since 2005 and has also operated under the Wealth Management Group DBA since 2001. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Douglas A

Series 63, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Douglas Atkins is a financial advisor with Creative Financial Designs, Inc. in Kokomo, IN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Creative Financial Designs since 2011 and also maintains a role at CFD Investments, Inc. Atkins is involved in independent insurance sales and leads United Financial Freedom, a company offering debt reduction and mortgage acceleration software services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers diverse strategies including Biblical Responsible Investing, alongside flexible billing options and a suite of affiliated financial services.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Robert S

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Robert Soohey is a financial advisor with Creative Financial Designs, Inc. in Kokomo, Indiana, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Creative Financial Designs since 2016 and has prior experience with CFD Investments, Inc. and Richard Soohey. Outside of advising, he is an independent insurance agent. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, providing investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactical management, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Braeden B

Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Braeden Bryant is a financial advisor at Creative Financial Designs, Inc. He holds a Series 66 designation and has been with the firm since 2024. Prior to joining the financial industry, he worked in various roles including at Stellantis and Jarvis Curb Appeal. Bryant is also involved in independent insurance sales. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through both discretionary and non-discretionary platforms. The firm employs asset-class model allocations supported by third-party research and provides a range of strategies from passive funds to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Gavin L

CFP®, Series 66

Kokomo, IN

Creative Financial Designs, Inc.

Gavin Lovvorn is a CFP® professional with five years of industry experience, currently serving at Creative Financial Designs, Inc. He has previously worked at David Culp & Co, LLP and Crowe LLP. Outside of his advisory role, he operates Lovvorn Consulting, LLC, where he provides tax planning and preparation services. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm employs a diversified investment approach incorporating third-party research and offers a range of strategies including Biblical Responsible Investing and customizable portfolio options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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Adam K

Series 63, Series 65

Kokomo, IN

Creative Financial Designs, Inc.

Adam Kling is a financial advisor at Creative Financial Designs, Inc. based in Kokomo, IN. He holds Series 63 and Series 65 licenses and has been with the firm since 2026. He has prior experience in several roles including entrepreneurial work with Kling Painting and positions in vision care services. Outside of financial advising, he operates a painting business. Creative Financial Designs serves individual, corporate, and institutional clients with investment management, financial planning, and consulting services. The firm uses asset-class model allocations and risk objectives to structure portfolios and offers features such as Biblically Responsible Investing and multiple billing arrangements.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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